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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,397 | $106,524-19.8% | $152,301-43.9% | $87,485-2.4% |
| Participation rate | 53.7% | 75.8%-22.0pp | 82.4%-28.7pp | 68.9%-15.2pp |
| Annual return | 13.88% | 26.89%-13.0pp | 80.50%-66.6pp | 26.06%-12.2pp |
| Employer contribution / active EE | $0 | $3,371-100.0% | $4,624-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,706 | $6,525-58.5% | $8,004-66.2% | $4,274-36.7% |
| Admin fee / account holder | $16,793 | $8,287+102.6% | $14,398+16.6% | $7,775+116.0% |